TreasurySpace is a digital marketplace that matches businesses, individuals, and nonprofits with a network of 50+ regional, national, and international banks, enabling competitive deposit yields and customized account terms. The platform streamlines the quote process through a three‑step questionnaire and provides cloud‑based treasury software that consolidates portfolio data, automates deal origination, and manages servicing tasks, delivering a unified view of treasury operations.
Funding
Funding not disclosed
Founders
Product
Problem
Businesses, individuals, and nonprofit organizations often face opaque banking processes, limited negotiating power, and fragmented treasury operations, making it difficult to secure competitive deposit yields and optimal account terms.
Solution
TreasureSpace operates a digital marketplace that connects depositors with a network of regional, national, and international banks, allowing banks to compete for deposits and offer better yields and terms. Depositors submit a simple three‑step questionnaire, after which banks provide customized quotes. The platform also offers commercial treasury software that unifies portfolio data, streamlines deal origination, and automates servicing tasks such as deposits, billing, and compliance, delivering a single source of truth for treasury operations.
Target Audience
Primary customers are small‑ to mid‑size businesses, individual savers, and nonprofit entities seeking better banking terms, as well as banks looking to acquire high‑quality deposits through a streamlined origination and servicing platform.
Features
- Marketplace that aggregates offers from 50+ banks, enabling competitive pricing for deposits and account terms
- Automated three‑step quote request workflow for businesses, personal accounts, and nonprofits
- Data‑management suite that consolidates banking and internal records into a unified “golden record”
- Origination tools that accelerate deal pipelines, track opportunities, and improve win rates
- Servicing automation for deposits, billing, treasury, and regulatory compliance
- Yield optimization insights showing potential 250‑350 basis‑point returns for qualified depositors
- Cloud‑based dashboard for real‑time monitoring of account performance and bank relationships